NCFS Help Documents
| Title | Summary | Last Updated |
|---|---|---|
| GL-48 Autopost Criteria Sets | The purpose of this Quick Reference Guide is to provide the definition of each AutoPost Criteria Set in the North Carolina Financial System. The criteria sets are mentioned, at a high level, within the GL102 GL Journal Posting course. |
|
| GL-49 Journal Import Error Correction | The purpose of this Quick Reference Guide is to provide an understanding of how to interpret and then take corrective action (ignore, correct, or delete) on one or more records that appear within the Import Errors tab on the Journals Dashboard in the North Carolina Financial System. |
|
| GL-50 Inquire Detail Balance | The purpose of this Quick Reference Guide is to provide step-by-step instruction on how to inquire on detail balances in the North Carolina Financial System. |
|
| ICT-01 Creating a Transfer (Manually) | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Create a Transfer Manually in the North Carolina Financial System. |
|
| ICT-02 Creating a Transfer (via Spreadsheet Upload) | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Create a Transfer via Spreadsheet Upload in the North Carolina Financial System. |
|
| ICT-03 Navigating to North Carolina Financial System (NCFS) Reports | This Quick Reference Guide provides North Carolina Financial System users with information regarding navigation to the General Ledger (GL), Intercompany (IC), and Budget reports in NCFS’s Budget catalog. |
|
| ICT-04 Receiving and Completing a Transfer (Manually) | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Receive and Complete a Transfer Manually in the North Carolina Financial System. |
|
| ICT-05 Reversing a Transfer (OSC Central Compliance) | This Quick Reference Guide provides Intercompany (IC) Entry users step-by-step instructions on how to reverse a transfer. |
|
| ICT-06 Reversing Transfers (QRG for Organizations) | This Quick Reference Guide provides Intercompany (IC) Entry users step-by-step instructions on how to reverse a transfer. |
|
| ICT-07 Searching for Transfers | This Quick Reference Guide provides the Intercompany (IC) Transfer Entry users an overview on how to utilize the North Carolina Financial System search capabilities to find information related to the organization's cash transfers. |
|
| ICT-08 Iquire on Intercompany Transactions | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Inquire on Intercompany Transactions in the North Carolina Financial System. |
|
| ICT-10 Approve Intercompany Transactions as the Receiving Agency | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Approve Intercompany Transactions as the Receiving Agency in the North Carolina Financial System. |
|
| ICT-12 Manage Intercompany Period Status - OSC | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Manage Intercompany Period Status for the Office of the State Controller in the North Carolina Financial System. |
|
| ICT-14 IC Status Matrix | The purpose of this Quick Reference Guide is to provide the IC Status Matrix. |
|
| INV-01 View Completed Inventory Transactions | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to review all completed Inventory Transactions in the North Carolina Financial System. |
|
| INV-02 Create and Manage Inventory Orgs | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Create and Manage Inventory Organizations (Inventory Orgs) in the North Carolina Financial System. |
|
| INV-03 Manage ABC Classes, Assignment Groups, & Calssification Sets | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Manage ABC classes, Assignment groups, and Classification Sets in the North Carolina Financial System. |
|
| INV-04 Maintain or Adjust Item Costs | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Maintain and Adjust Item Costs in the North Carolina Financial System. |
|
| INV-05 Maintain Cost Accounting Setup | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to Maintain Cost Accounting Setup in the North Carolina Financial System. |
|
| INV-06 View Item Costs | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to View Item Costs in the North Carolina Financial System. |
|
| INV-07 View Approved Items | The purpose of this Quick Reference Guide is to provide a step-by-step explanation on how to View Approved Items in the North Carolina Financial System. |
|
| INV-08 Associate New Items to Inventory Orgs | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Associate New Items to Inventory Organizations in the North Carolina Financial System. |
|
| INV-09 Add Attachments to Approved Items | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Add Attachments to Approved Items in the North Carolina Financial System. |
|
| INV-10 Review Item-Related Audit Reports | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Review Item-Related Audit Reports in the North Carolina Financial System. |
|
| INV-11 Create, Inquire, and Edit Transfer Orders from Inventory | The purpose of this Quick Reference Guide is to provide a step-by-step explanation of how to Create, Inquire, and Edit Transfer Orders from Inventory in the North Carolina Financial System. |